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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,082 | $84,236-92.8% | $170,439-96.4% | $70,124-91.3% |
| Participation rate | 72.1% | 70.8%+1.3pp | 83.6%-11.5pp | 69.5%+2.6pp |
| Annual return | 29.76% | 23.06%+6.7pp | 205.94%-176.2pp | 73.14%-43.4pp |
| Employer contribution / active EE | $800 | $3,387-76.4% | $5,433-85.3% | $2,342-65.9% |
| Participant deferral / active EE | $1,522 | $3,086-50.7% | $4,939-69.2% | $3,332-54.3% |
| Admin fee / account holder | $49 | $5,698-99.1% | $13,881-99.6% | $4,645-98.9% |